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Defined Wealth Management’s SLB Ltd SLB Stock Holding History

Defined Wealth Management’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-600
Closed -$13K – 178
2020
Q4 		$13K Buy
+600
New +$11.3K 0.01% 171

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Defined Wealth Management's SLB Position: Q1 2021 in Review

Defined Wealth Management sold out of SLB Ltd (SLB) in Q1 2021, closing a stake of 600 shares — an estimated $13K sold.

Defined Wealth Management first reported a position in SLB in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 1,124 funds tracked by Wall St. Rank hold SLB as of Q1 2021.

  • Defined Wealth Management reported no remaining SLB Ltd position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 600 SLB Ltd shares in Q1 2021, an estimated $13K.
  • Defined Wealth Management first reported a position in SLB Ltd in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's SLB Ltd position peaked at $13K in Q4 2020.
  • 1,124 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.